Wellington

Wellington

Executive Assistant

Boston, MA, United States

Sponsorship not specified$60k-$110kDetected 8 days ago
ExcelLogisticsResearchMicrosoft OfficeSharePoint

About the role

  • The Executive Assistant helps leverage investor time by anticipating needs, managing logistics, organizing information, and keeping work moving across a fast-paced, detail-rich environment.

Responsibilities

  • Manage complex calendars with a focus on prioritization, conflict resolution, forward planning, and thoughtful use of investor time.
  • Prepare and organize meeting materials, conference packets, research materials, company information, reporting, and other documents that help investors prepare effectively.
  • Use Outlook, Teams, OneNote, SharePoint, Excel, PowerPoint, Copilot, and other firm tools to create organized, scalable workflows that reduce manual follow-up and improve visibility.
  • Build strong relationships with investors, assistants, internal partners, external contacts, and vendors.
  • Support ad hoc projects, team events, visitor logistics, onboarding support, reporting needs, and process improvements that help the broader team operate more effectively.
  • Wellington's Investment Boutiques seek an Executive Assistant to provide high quality administrative and operational support to assigned investors and investment teams.
  • In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
  • We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Requirements

  • Experience supporting multiple stakeholders with competing priorities and complex scheduling needs.
  • Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, PowerPoint, and OneNote, with interest in using AI and other technology to improve efficiency.
  • Ability to work independently, prioritize effectively, and identify when to escalate issues or seek additional context.
  • Strong attention to detail, follow-through, and work quality across calendar management, travel, expenses, meeting logistics, and written communication.
  • Collaborative style, strong interpersonal skills, and the ability to build trust across internal and external relationships.
  • Flexibility to support time-sensitive matters and changing business needs while maintaining professionalism and composure.
  • Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
  • As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
  • At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation
  • all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
  • USD 60,000 - 110,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets
  • skills and experience
  • certifications

Nice to have

  • Minimum of 3 years of administrative experience in a professional services, investment management, financial services, or similarly fast-paced environment preferred.

Compensation

  • USD 60,000 - 110,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
  • This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
  • Base salary is only one component of Wellington's total compensation approach.

Benefits

  • Maintain clear systems for email, task tracking, travel, meetings, coverage notes, records, and recurring processes so work is reliable and easy to transition or back up.
  • Provide cross-coverage and backup support to other assistants as needed, including clear handoffs and ownership of urgent items.
  • Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

Company info

  • Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
  • Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
  • As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Visa & Work Authorization

  • gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other
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This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.